create a custom report to do that?
In the Reports Tab of the system, I would like to customize the ‘Consolidated Donations by Donor’ report to only show donors who donated in the current year and no longer show donors from previous years — is there a way to set a default filter for this report or create a custom report to do that?
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lossstarry
shared this idea
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annaeat
commented
Yes, you can customize the ‘Consolidated Donations by Donor’ report by setting a default filter to only include donors who donated in the current year, or you can create a custom report that specifically filters out donors from previous years. https://escaperoadcity2.io